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Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Financial Advisor July 2007 Marla Brill |
Coming Of Age As emerging market economies become more secure, so too does their debt. |
Financial Planning December 1, 2009 Paul Menchaca |
Think Different Here's a scary thought: What if the seeds of last year's market crisis are actually growing taller than before? |
BusinessWeek July 8, 2010 Helaine Olen |
Prowling for Value in a Haywire Marketplace Quant investor Rob Arnott, of Research Affiliates, hunts for un-loved stocks in unloved markets |
Investment Advisor January 2008 Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Financial Advisor September 2011 Marla Brill |
Time To Blossom Emerging markets bonds, and this fund that invests in them, are getting a lot of attention. |
Registered Rep. April 5, 2010 Stan Luxenberg |
After a Rollercoaster Year, Are TIPS Attractive? Those can help to diversify portfolios and protect purchasing power. But for all the virtues of TIPS, they can be volatile creatures that suffer significant losses. |
Financial Planning May 1, 2007 David A. Twibell |
Bonds Away Despite their checkered past, emerging market bond funds have attracted record capital inflows and rewarded investors with stellar returns. |
On Wall Street August 1, 2010 Neil O'Hara |
Reversal Of Fortune? Even as the developed nations struggle under mountains of debt, the emerging markets have led the way in the investing world over the past decade. |
Financial Planning June 1, 2011 Donald Jay Korn |
Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold. |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Registered Rep. December 22, 2009 Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
Financial Advisor February 2011 Marla Brill |
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise. |
BusinessWeek February 4, 2010 Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Financial Planning November 1, 2005 |
Mutual Fund Monitor The current difference in inflation-adjusted fund yields has narrowed, suggesting that foreign bonds no longer have a valuation advantage over U.S. bonds. Plus, the dollar may not be as overvalued as it once was in relation to several developed regions, Europe in particular. |
The Motley Fool July 20, 2011 Stoyan Bojinov |
Inflation ETF Special: 25 ETF Ideas to Fight Rising Prices There's no silver bullet that is guaranteed to offset inflation, but there are dozens of ETFs that may be useful for those worried about the impact of rising prices on their portfolio. |
Financial Advisor May 2012 Marla Brill |
High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned. |
Financial Advisor December 2010 Marla Brill |
A Tamer Route Once the bad boys of the bond market, emerging market debt is now seen as less risky. |
Financial Planning August 1, 2012 Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Financial Advisor August 2006 Alan Lavine |
Emerging Bond Market Stalls Investor concern about the U.S. economy casts a long shadow. |
Financial Planning January 1, 2007 Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Planning October 1, 2011 Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
Financial Planning January 1, 2010 Donald Jay Korn |
Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management. |
Financial Planning July 1, 2005 Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
BusinessWeek February 2, 2004 Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
Financial Advisor October 2005 Marla Brill |
Why Bonds Keep Beating The Odds Financial advisors who have been taking defensive measures in anticipation of rising long-term rates and falling bond prices may have to wait awhile longer for their strategies to shine. |
Financial Planning February 1, 2010 Paul Menchaca |
Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients. |
Investment Advisor September 2005 Angelina Dance |
S&p Mutual Fund Sector Focus: The Global Itch? With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low, some fixed-income investors are seeking alternative vehicles, including global bond funds. |
Financial Advisor May 2006 Marla Brill |
The Inverted Yield Curve Ride Despite assurances that a recession appears unlikely, many investors are taking a cautious stance on the bond market, while giving more play to cash and shorter-term securities. |
On Wall Street June 1, 2010 Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Financial Planning September 1, 2010 Peng Chen |
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments. |
Financial Planning January 1, 2005 Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Advisor December 2007 Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
On Wall Street July 1, 2010 Tim Knepp |
The Main Event: Inflation v. Deflation Prudent investors should look beyond current deflationary conditions. Long term investment objectives can be uniquely served by a systematic program of acquiring inflation-sensitive assets, particularly those that have an income component to help soften the inevitable volatility to come. |
On Wall Street September 1, 2008 Tim Knepp |
Inflated Opinion The emergence of inflation across the globe has created serious challenges for portfolio management. |
Registered Rep. May 1, 2004 Stan Luxenberg |
Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar. |
Financial Planning July 1, 2010 George Strickland |
TIPS and Ladders Investors are worried about inflation rising. One way to measure their level of anxiety is to look at the break-even rate between Treasury Inflation-Protected Securities (TIPS) and fixed-rate Treasury notes. |
BusinessWeek June 18, 2009 Levisohn & Kalwarski |
The Allures and Perils of Foreign Government Bonds Non-U.S. government debt has rallied strongly - especially in emerging markets - but potential defaults are still a problem. |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
Financial Planning September 1, 2006 Donald Jay Korn |
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. |
BusinessWeek July 18, 2005 Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
BusinessWeek December 20, 2007 Anne Tergesen |
What the Pros Are Saying Most of the experts we surveyed foresee the market going up a bit - but the climb will be tough. |
Financial Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
Registered Rep. August 1, 2006 David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
Financial Planning September 1, 2008 Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. |
Investment Advisor March 2007 |
Global Bonds Go Mainstream Foreign bonds can form an important portion of an investor's diversified portfolio since they exhibit such low correlations with both U.S. stocks and U.S. bonds. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
The Motley Fool November 2, 2006 Dan Caplinger |
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor. |